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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,627 | $45,312-17.0% | $86,233-56.4% | $67,986-44.7% |
| Participation rate | 28.3% | 42.4%-14.1pp | 69.0%-40.7pp | 57.2%-28.9pp |
| Annual return | 11.33% | 24.79%-13.5pp | 61.39%-50.1pp | 31.67%-20.3pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,994 | $2,185-8.7% | $4,559-56.3% | $3,358-40.6% |
| Admin fee / account holder | $9,445 | $3,295+186.7% | $8,342+13.2% | $3,203+194.9% |